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Navigating Complexity: The Challenge of Manual Contract Processing
In the financial sector, managing extensive legal contracts—often over 30 pages long and containing personal information and critical investment details—is a constant challenge. Each month, Keystone processes hundreds of these documents, requiring human operators to manually open each PDF and enter the information into the internal system. This process led to significant delays, a high risk of errors, and elevated operational costs—impacting the overall efficiency of the team.
From Bottleneck to Breakthrough: Our Automation Solution
To address these challenges, Onetree implemented a comprehensive automation solution that eliminated the need for manual data entry. Our system analyzes incoming PDF and handwritten documents, classifies their pages to identify the type of contract, and uses advanced Optical Character Recognition (OCR) technology—supported by artificial intelligence—to extract relevant information with high precision. Scanned, handwritten, or unstructured documents are accurately processed and, once extracted, the data is automatically populated in Keystone’s internal management system, ensuring seamless integration and operational efficiency.
Empowering Results: A New Era of Productivity
Today, Keystone’s team simply uploads PDF documents (even scanned ones) into a designated folder, and the system takes care of the rest—transforming what used to be a time-consuming process into a streamlined, reliable, and scalable workflow.
A Clear ROI: Quality, Speed, and Cost Reduction
Dramatic reduction in processing times: from hours to minutes per contract.
Significant reduction of manual errors, leading to higher data quality and accuracy.
Reduced operational costs by eliminating repetitive, error-prone tasks.
Scalability, with the capacity to process hundreds of contracts per month without increasing resources.
Empowered teams, now free to focus on more strategic and value-added activities.
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